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Vanguard Morningstar Small-Cap Growth ETF
VBK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
276
Oppenheimer & Co
New York
$505K +$97.3K +535 +25%
RFM
277
Royal Fund Management
Florida
$499K +$126K +691 +35%
FCI
278
Financial Counselors Inc
Kansas
$496K +$83.5K +459 +21%
HC
279
HNP Capital
New York
$485K +$4.55K +25 +1%
VRM
280
Vectors Research Management
New York
$485K +$4.55K +25 +1%
MWM
281
Mission Wealth Management
California
$485K +$34.9K +192 +8%
BB
282
Busey Bank
Illinois
$480K -$6.91K -38 -1%
SBIA
283
Sheaff Brock Investment Advisors
Indiana
$479K – – –
EWA
284
EP Wealth Advisors
California
$477K -$29.6K -163 -6%
BP
285
Ballentine Partners
Massachusetts
$474K -$10.2K -56 -2%
CIC
286
Cutler Investment Counsel
Oregon
$465K -$159K -872 -26%
FWP
287
FAS Wealth Partners
Kansas
$462K +$2.91K +16 +0.6%
PSF
288
Pacific Sun Financial
California
$461K +$451K +2,477 New
HCIA
289
Hochman Cole Investment Advisors
Illinois
$456K – – –
GIA
290
Gladstone Institutional Advisory
Florida
$452K -$80.8K -444 -15%
JIC
291
Johnson Investment Counsel
Ohio
$446K +$50K +275 +13%
RWM
292
RKL Wealth Management
Pennsylvania
$442K -$24.2K -133 -5%
NA
293
NewEdge Advisors
Louisiana
$428K -$123K -677 -23%
APA
294
American Portfolios Advisors
New York
$413K -$34.6K -190 -8%
RWA
295
River Wealth Advisors
Pennsylvania
$407K +$398K +2,188 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$406K +$19.5K +107 +5%
WP
297
WealthSource Partners
California
$405K +$88.6K +487 +29%
AI
298
Atria Investments
North Carolina
$400K +$76.6K +421 +24%
PAMG
299
Patton Albertson Miller Group
Tennessee
$398K +$391K +2,148 New
SIAS
300
Shine Investment Advisory Services
Colorado
$395K – – –
10 11
12
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